TCF Capital’s Post

Some insight into the home delivery markets and a nice view of the approach being made by Rohlik Group to offer something different from the norm.

AllDay Supermarket, a premium segment supermarket, reported a modest improvement in its performance for the first quarter of 2024: P2.468 billion in revenue, 1.1% higher than Q12023's P2.441 billion, and a reported Net income after taxes (NIAT) of P97 million, 10.2% higher than the previous comparable period of P88 million. #retail #manufacturing #bonds #stockmarket #stocks #realestate #finance #Business #Corporate #Corporation #Entrepreneur #Philippines #Invest #Investment #investingtips

Excellent update from Poonawalla. For the last 3-4 quarters, every time I open their result doc, I see the highest ever disbursement in a quarter. The trend continued in this sector as well. This NBFC has constantly outperformed its own growth guidance by a huge margin. The guidance is 35%-40% but the NBFC has consistently grown at 50%+ that too with constant improvement in asset quality. The only problem I see in Poonawalla is their ROE number. But that too has improved to 13% in the last quarter from 8%.

Not every venture goes as planned. With DawaWala, we had 50% of Karachi’s retailers on board, but I made the call to shut it down. Why? Unit economics. Sometimes, even if you have traction, the numbers don’t work. It’s tough, but you need to know when to pivot or let go. 💡 Next post, I’ll dive into the lessons I learned from this decision. Stay tuned! 🔄

As of Wednesday 19 June 2024, Shoprite Holdings, one of the largest supermarkets and retailing companies in Zambia trading under the ticker ‘SHOP’ on the Lusaka Securities Exchange (LuSE), has experienced a share price movement from its longstanding price of K64, which had been stable since July 2021, to K80. This shift highlights the innate volatility of the stock market. As a stock market investor, it’s essential to consider the significant impact of market volatility on trading activities.If you have any questions or would like to discuss this further, please do not hesitate to contact us. We are here to help you navigate these market dynamics and make informed investment decisions. #Marketupdate #MoneyAcumenAdvisory #investmentadvisory #ThoughfulInvesting

🇸🇬 In our latest customer feature, we have Coconut&Co / Siam Coconut Pte. Ltd., a family-owned business that supplies and distributes Thai coconuts and affiliated produce. Every single day, they distribute coconuts imported from the best Thailand plantations to over 600 establishments ranging from major hotel chains and restaurants to beach bars and events! Driven by a commitment to bringing the freshest products with the most #efficiency, Coconut & Co looked inwards to transform their internal operations. That's when they turned to #Lark: 🥥 Improved Production and Inventory Management: Through Lark Base and its automations, they significantly reduced processing time for production requests by an impressive 83%, while doubling the efficiency of tracking inventory. 📉 Unlocked Pricing Insights for Procurement: Instead of getting quotes from suppliers via email and WhatsApp, they switched to Lark's digitised workflows, empowering them to analyse supplier pricing trends and enhance negotiation strategies. 💵 Efficient Digital Workflows for Finance: Coconut & Co streamlined cash collection during deliveries and simplified employee expense claims, enhancing both #operationalefficiency and accuracy. Check out how Siam Coconut achieved these transformational outcomes with Lark: https://lnkd.in/gEVTPhRk #digitaltransformation #operationalexcellence #foodandbeverage

#Q2WithETNOW | Higher than estimated inventory correction for Honasa Consumer Here's what Varun Alagh of Honasa Consumer Ltd. has to say on the '2 areas where the outcomes didn't match expectations' Varun Alagh #Mamaearth #StockMarket Times Network

The Shoprite Group of Companies have signed an agreement to dispose of its furniture business including OK Furniture and House & Home, excluding Angola and Mozambique, to Pepkor Holdings. The Group has reported a 12% increase in sales for the 50 weeks ended June 2024, equating to +R21.4bn spent by its customers at its core SA supermarkets. Checkers and Checkers Hyper’s sales increased by 12.3% with Shoprite’s increasing by 10.3%. Usave’s sales were ahead of the Group’s other top performing grocery categories with an increase in sales by 13.2%: https://bit.ly/4e5ebgI #supermarkets #commercialrealestare #shoprite #investorrelations #listedcompanies #consumers #shareholders #realestateinvestment #propertydevelopment #assetmanagement #retail #retailrealestate #realestatenews #JSE #propertynews #businessnews #shoppingcentres

Shoprite Shares Skyrocket: A 25% Surge in a Single Day! The Shoprite Group is Africa's largest fast-moving consumer goods retailer. It is the largest South African retailer by market capitalization, sales, profit, number of employees and customers. Beyond Zambia, it operates in nine African countries. In an astonishing turn of events, Shoprite’s share price experienced a remarkable rise, jumping from K64 to K80 in just one day a staggering 25% increase! This surge has caught the attention of investors and market analysts alike, sparking discussions about what fueled this impressive rally. Investors are celebrating 💃 this rapid appreciation, viewing it as a sign of Shoprite’s strong market position and future potential. However, Understanding market volatility is key to making informed investment decisions, such volatility underscores the dynamic and fast-paced nature of the market. If you need guidance navigating these waters, Money Acumen Advisory team of experts are here to help you make well informed financial decisions. Stay savvy, stay informed, and make the most of the market’s movements! #Enjoyyourweekend